what’s new in hr v11.1 mark morrill, hr development manager ryan libby, hr development supervisor
TRANSCRIPT
What’s New In HR V11.1 Mark Morrill, HR Development Manager
Ryan Libby, HR Development Supervisor
Today’s Agenda
Next Year Planning/Staffing Planner
Employee Evaluations
Talent Acquisition Management
Benefits Enrollment
Employee Self Service – ESS
Additional HR Development
Next Year Planning & Staffing PlannerMark Morrill, HR Development Manager
Ryan Libby, HR Development Supervisor
4 | © Tyler Technologies 2014
Position Control and Budgeting – In case you missed these
• 10.4– Position Budget Request
• 10.5– Position Budget Detail update
– Mass Salary Change program
– Openings can be created from new positions posted from a projection
– Actions can be created based on employee changes in a projection
5 | © Tyler Technologies 2014
Next Year Planning
• New interface to help prepare for next year
• Similar to Salary and Benefits Projections
• Creates records as “next year” records
• Reduce the timing issues that are inherent and allow for mass changes ahead of time
• Preparation is for a specific year
• Records are created as Next Year records
6 | © Tyler Technologies 2014
Next Year Planning
7 | © Tyler Technologies 2014
Next Year Planning
• Advantages to NYP– Next Year records are created in a
sandbox similar to projection
– Mass changes can be done in NYP
– “Live” records can be kept sync with NYP records
– User is prompted when making a change to job salary in Live to move that change to NYP
– Ability to post records back to Live when it’s time to open the school year
– Accepts posting from Staffing Planner
8 | © Tyler Technologies 2014
Next Year Planning – Date-based deductions
• An employee may now have the same deduction/benefit multiple times with different start and end dates
• Yes, that’s right, future dating deductions
• Old deductions are available for inquiry right from the Employee Deductions program
• Current deductions are found by default
• New search period option available when searching for deductions
9 | © Tyler Technologies 2014
Next Year Planning – Date based deductions
10 | © Tyler Technologies 2014
Staffing Planner
• HTML5 application – iPads, tablets
• Integrated with Next Year Planning
• Used to match employees with positions
• Rosters are created to organize positions and employees for manipulation
• Rosters can pull from a projection, next year planning or recommended applicants
• Positions can be marked to be removed
• Employees can be swapped between positions
• FTE’s are managed at location and position level with grand totals
• Posting back to a projection/next year planning set
11 | © Tyler Technologies 2014
Staffing Planner – Generating a Roster
12 | © Tyler Technologies 2014
Staffing Planner – Roster View
13 | © Tyler Technologies 2014
Staffing Planner – Location Detail
14 | © Tyler Technologies 2014
Staffing Planner – Employee List
Employee EvaluationsMark Morrill, HR Development Manager
Ryan Libby, HR Development Supervisor
16 | © Tyler Technologies 2014
Evaluations – In case you missed these
• 10.4– Forms for customizing ESS employee evaluation forms
• 10.5– 360 degree evaluations - peer to peer, supervisor to employee, employee
to supervisor, self evaluations
17 | © Tyler Technologies 2014
Employee Evaluations - Goals
• We have added a new tab for Goals– Date goals should be achieved
– Goal description
– Weight of goal
– Custom rating
– Comments about the goal
– Can be completed in ESS by the supervisor
18 | © Tyler Technologies 2014
Employee Evaluations - Goals
19 | © Tyler Technologies 2014
Employee Evaluations – ESS Goals
20 | © Tyler Technologies 2014
Evaluations Workflow
• Supervisor by Position enabled for workflow
• Allows for multiple supervisors to rate employees based on setting
21 | © Tyler Technologies 2014
Evaluations – Competency Text Unlimited
22 | © Tyler Technologies 2014
Evaluations – Acknowledgement Emails
Talent Acquisition ManagementMark Morrill, HR Development Manager
Ryan Libby, HR Development Supervisor
24 | © Tyler Technologies 2014
Applicant Tracking – In case you missed these
• V10.4– Employee information on Applicant Master to show previous employment
and position info
– Gallup changed to Test Integration - redirects to testing site
• 10.5– Applicant Master Custom Datatype Codes
– Job opening restrictions
– Save incomplete job applications for later completion
– Employment Opportunities Page in ESS
25 | © Tyler Technologies 2014
Applicant Tracking – Hiring Central
• Tool for Hiring Manager and Recruiters
• Simple searching
• Quick view of open positions “My Job Openings”
• Easily drill down into applicants
• Open search for applicants
• HTML5 technology for cross browser support
• Leverages Hiring Manager, Recruiter, Recruitment Status, and Recruitment Ranking
• Allows for updating directly from application without the need to drill down
26 | © Tyler Technologies 2014
Applicant Tracking – Hiring Central
• Allows for updating directly from application without the need to drill down– Pending Status
– Recruitment Ranking
– Recruitment Status
– Comments
– Recommend launches Pending Applicants program
– Emailing applicant directly
– Emailing link to someone else which launches Applicant Central
27 | © Tyler Technologies 2014
Applicant Tracking – Hiring Central
28 | © Tyler Technologies 2014
Applicant Tracking – Hiring Central
29 | © Tyler Technologies 2014
Hiring Central – Applicants
30 | © Tyler Technologies 2014
Hiring Central – Applicants
31 | © Tyler Technologies 2014
Hiring Central – Applicants
32 | © Tyler Technologies 2014
Hiring Central – Applicants
33 | © Tyler Technologies 2014
Hiring Central – Applicants
34 | © Tyler Technologies 2014
Hiring Central – Applicants
• Recommend launches Pending Applicants in “Recommend” mode
35 | © Tyler Technologies 2014
Hiring Central – Applicants
36 | © Tyler Technologies 2014
Hiring Central – Applicants
37 | © Tyler Technologies 2014
Hiring Central – Link to Applicant Central
38 | © Tyler Technologies 2014
Applicant Tracking - Interfaces
• Polaris – Real-time teacher testing service similar to Gallup
• J.D. Palatine – Real-time background checking service
39 | © Tyler Technologies 2014
Applicant Tracking – Expanded XML Import
• New program – Applicant XML Import Definitions
• Allows customization through tagging of groups
• Allows for mapping of Munis fields
40 | © Tyler Technologies 2014
Applicant Tracking – Expanded XML Import
41 | © Tyler Technologies 2014
Applicant Inquiry – Tyler Notify
• Search on any criteria available in Applicant Inquiry
• Generate emails, phone calls
• Templates can be created for the communication desired
42 | © Tyler Technologies 2014
Applicant Inquiry – Tyler Notify
Benefits EnrollmentMark Morrill, HR Development Manager
Ryan Libby, HR Development Supervisor
44 | © Tyler Technologies 2014
Benefits Enrollment – In case you missed these
• 10.4– Always available option in benefits enrollment
• 10.5– Marital Enrollment restrictions
– Number of dependent requirement on enrollment choices
– Show annual and period costs in ESS BE
– Benefits enrollment paycheck simulator
45 | © Tyler Technologies 2014
Benefits Enrollment – Increments for Election Amounts
• Increment amount allowed in Enrollment Choices
• Useful for life insurance amounts or whole percentages
• ESS displays and error if amount does not match increment
46 | © Tyler Technologies 2014
Benefits Enrollment – Documentation based on amount
• New paper enrollment type “4 – New based on amount change”
47 | © Tyler Technologies 2014
Benefits Enrollment – Beneficiaries as Contingent
• Beneficiaries can be marked as Primary or Contingent
• Prompt will enforce percentages to be correct
Employee Self ServiceMark Morrill, HR Development Manager
Ryan Libby, HR Development Supervisor
49 | © Tyler Technologies 2014
ESS – Skills Available for View/Edit
• Skills can optionally be opened up to allow add/updates
• Will assist in keeping skills up to date
50 | © Tyler Technologies 2014
ESS – My Actions
• Employees can now initiate certain actions via Personal Information>Add/View Changes
• Status of action will be shown to the employee
• Documentation can be submitted
• History of actions submitted is available
• Templates can be built to customize the actions in ESS
51 | © Tyler Technologies 2014
ESS – My Actions
52 | © Tyler Technologies 2014
ESS – Personnel Action
53 | © Tyler Technologies 2014
ESS – Action Templates
54 | © Tyler Technologies 2014
ESS – Document Acknowledgement
55 | © Tyler Technologies 2014
ESS – Document Acknowledgement
• Clicking on the document will show you this prompt which will give you a chance to view the doc.
• After you have read the doc, return back to Acknowledge the doc.
56 | © Tyler Technologies 2014
ESS – Document Acknowledgement
• The document is first uploaded in ESS.
• New program allows for defining the document and who should receive the document.
• A program is also available that will create a record for each employee and allows for the individual tracking and receipt of the document.
Additional HR DevelopmentMark Morrill, HR Development Manager
Ryan Libby, HR Development Supervisor
58 | © Tyler Technologies 2014
Shared Calendars
• Accrual requests will automatically route to a shared calendar
59 | © Tyler Technologies 2014
Shared Calendars
60 | © Tyler Technologies 2014
Beneficiaries as a Trust
61 | © Tyler Technologies 2014
Additional HR
• Personnel Actions Restart – when a change is made after workflow has been started, a new setting will allow for prompt to restart the workflow.
• Project Ledger additions to various programs.
• Removal of “Old” Applicant Tracking.
• Removal of PRMAIN menu structure in favor of HRMAIN.
Remember to complete your class survey
Surveys may be accessed from your schedule on your mobile device
OR
Hardcopies are available at the Information Desk